Purchases and Sales Made in Q4 2021 in Jpmorgan Tr. Diversified Retur (JPME)
This table provides information about the institutional ownership of Jpmorgan Tr. Diversified Retur (JPME) during Q4 2021. The information is specifically focused on institutions that hold shares of JPMORGAN TR. DIVERSIFIED RETUR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 6.55% |
$1.58M - $1.71M
|
291K
$32.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 9.63% |
$1.01M - $1.09M
|
130K
$14.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.91KNew |
$873K - $947K
|
9.91K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
2.31K+ 2.76% |
$203K - $220K
|
85.9K
$9.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 5.29% |
$157K - $171K
|
35.6K
$3.94M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.51KNew |
$133K - $144K
|
1.51K
$167K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.39K+ 14.62% |
$122K - $133K
|
10.9K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04K+ 3.62% |
$91.9K - $99.6K
|
29.9K
$3.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
634+ 8.46% |
$55.8K - $60.6K
|
8.13K
$901K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
404+ 0.54% |
$35.6K - $38.6K
|
75.6K
$8.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
379New |
$33.4K - $36.2K
|
379
$42K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
177+ 1.25% |
$15.6K - $16.9K
|
14.4K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92+ 9200.0% |
$8.1K - $8.79K
|
93
$10.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90+ 1.22% |
$7.93K - $8.6K
|
7.44K
$825K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
46+ 6.23% |
$4.05K - $4.39K
|
784
$86.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.6% |
$793 - $860
|
1.51K
$168K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 4.35% |
$88.1 - $95.5
|
24
$2.66K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36Closed |
$3.17K - $3.44K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75Closed |
$6.61K - $7.16K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-184Closed |
$16.2K - $17.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-450Closed |
$39.6K - $43K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-572- 11.24% |
$50.4K - $54.6K
|
4.52K
$500K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-783- 3.75% |
$69K - $74.8K
|
20.1K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 99.88% |
$142K - $154K
|
2
$222
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.57K- 3.25% |
$314K - $341K
|
106K
$11.8M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.09K- 2.79% |
$360K - $390K
|
143K
$15.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.78KClosed |
$421K - $456K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.58K- 4.37% |
$580K - $628K
|
144K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13K- 55.97% |
$1.14M - $1.24M
|
10.2K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$1.46M - $1.58M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-27.4K- 3.34% |
$2.42M - $2.62M
|
794K
$88M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-27.6K- 53.64% |
$2.43M - $2.63M
|
23.8K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.2K- 82.46% |
$2.75M - $2.98M
|
6.63K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82.1K- 79.95% |
$7.24M - $7.85M
|
20.6K
$2.28M
|